Microsoft Power Automate vs. Salesforce Lightning Platform

If you are in a team that needs to develop automated solutions but have no coding experience and no access to a developer, Power Automate is one of the best places to start. It is incredibly flexible and likely has triggers and actions that can connect with your platforms, especially if you use the Microsoft stack. Additionally, using webhooks, you can connect to many different endpoints to get systems working together.

Incentivized

We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.

• Sending confirmation email to clients and user once the flow is triggered.
• Fetching or Dumping files from one location to another if the flow is triggered.
• Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task.
• Power Automate also be used to convert any file format to a specific file format and save it to the required location

Incentivized

• Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
• Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
• Parent/Child account hierarchy exists which is helpful.
• Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
• Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.

Incentivized

• I REALLY wish I could just drop in a block of python or PowerShell code sometimes. The visual low-code things are great for moving around data but sometimes it would be faster if I could just tap out some code.
• The DOM (Document Object Model) is not entirely apparent and takes a lot of trial and error, and sometimes it's even different between different connectors. I would love to be able to just see the path to access some specific variables from earlier processes.

Incentivized

• Can be cumbersome: takes multiple clicks to get where you need to go
• Lightning is slower than original Salesforce, and it is very noticeable
• The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it

Incentivized

The tool is very useful when used with its various native connectors, taking great advantage of the integration between the components and systems of the Office365 universe. However, its cost is still high, and automation using more advanced components containing AI resources becomes unfeasible for some companies. Due to the financial crisis that many companies are currently experiencing, investment in automation systems or tools is taking a back seat.

Incentivized

Power Automate features a clean and intuitive user interface that allows users to create, manage, and monitor workflows easily. The UI is designed to be accessible to both technical and non-technical users, with drag-and-drop functionality for building workflows. Power Automate supports integration with a wide range of Microsoft and third-party applications. This flexibility in integration allows users to automate workflows across various systems, enhancing overall productivity and efficiency.

Incentivized

It's very good, but it's still living in a little bit in an older design aspect, but I think a lot of it is about to come out, just hasn't quite gotten there yet. Still a little clunky from a you have to know it to know it or you know it to use it. It takes a little bit of training to get into it. It's not quite the, anybody can come in and start using it immediately, type feel.

Incentivized

both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.

Incentivized

Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.

Incentivized

after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.

Incentivized

although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)

Incentivized

I was part of the migration of classic SharePoint workflows and Nintex workflows. We didn't spend much time learning the new platform because of its user-friendly interface and intuitive drag-and-drop functionality. We have mostly O365 E1 and E3 licensed users, so they can participate in our Citizen Development program and utilize Power Automate to build day-to-day business processes.

Incentivized

I have many years of experience with Nintex applications and it stands up very well against Microsoft Power Automate. I hope Microsoft Power Automate can become the better workflow application. With the Integrated AI builder and continuous updates I expect they can become the better one in a few years.

Incentivized

We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.

Incentivized

I have not done any participations

Incentivized

Microsoft's professional services provide hands-on support throughout the implementation lifecycle of Power Automate.This includes initial setup, configuration, integration with existing systems, testing, and deployment. They ensure that workflows are correctly designed, optimized for performance, and aligned with security best practices.

Incentivized

• It has encouraged everyday users to get a feel for low code no code without the detailed technical programmings skills
• This has encouraged the use of Power Automate to replace what was once an excel filled with complex macros and VBA!
• It has significantly saved time for someone like myself from chasing people for information and now I can create an auto alert using PA

Incentivized

• Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions.
• Tracking of current jobs and relating them to past jobs is very useful.
• More efficient use of Sales Reps time.
• Sales Managers have good visibility into how their people are working.

Incentivized